Summary: Learn how to create an Analysis Services scorecard by using PerformancePoint Services Dashboard Designer.

When you use PerformancePoint Dashboard Designer to create a scorecard, you can use a wizard to guide you through the process. You begin by selecting a template. The template that you select typically corresponds to the data source for at least one key performance indicator (KPI) in the scorecard. This article describes how to create a PerformancePoint scorecard by using the Analysis Services template.

This template corresponds to SQL Server Analysis Services data sources that are available in Dashboard Designer.

Note:

You can configure Dashboard Designer to use or not to use a wizard to create scorecards. To create a scorecard that uses a particular template, make sure that Dashboard Designer is configured to use a scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.

In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

On the Create tab, in the Dashboard Items group, click Scorecard.

Important:

If the Select a Scorecard Template dialog box does not open and a blank scorecard opens instead, then Dashboard Designer is not configured to use a scorecard wizard. To use a scorecard template such as the Analysis Services template, you must turn on the scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.

In the Select a Scorecard Template dialog box, in the Category section, click Microsoft.

Select Analysis Services.

Click OK.

In the Select a Data Source page, select the Analysis Services data source that you want to use, and then click Next.

In the Select a KPI Source page, select from one the following options, and then click Next:

Create KPIs from SQL Server Analysis Services measures. This option enables you to create a list of potential KPIs or to select existing KPIs that are based on measures in the Analysis Services cube.

Import SQL Server Analysis Services KPIs. This option enables you to copy any KPIs that have been defined in the Analysis Services cube into Dashboard Designer.

Depending on which option you selected in Step 7, use one of the procedures in the following table.

Option

Procedure

Create KPIs from SQL Server Analysis Services measures

You can either create KPIs that are based on measures in the Analysis Services cube, or select existing KPIs.

To create new KPIs

In the Select KPIs to Import page, click Add KPI.

A KPI from the data source that you selected for the scorecard appears.

Continue to click Add KPI until you see the KPI (or KPIs) that you want to use.

To remove any KPIs from the list, select a KPI, and then click Delete Selected KPIs.

Tip:

To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.

Click Next.

To select existing KPIs

In the Select KPIs to Import page, click Select KPI.

The Select a KPI dialog box opens.

In the Select a KPI dialog box, use the SharePoint Site and Workspace tabs to locate the KPI (or KPIs) that you want to use, and then click OK.

Tip:

To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.

Click Next.

Import SQL Server Analysis Services KPIs

To import KPIs

In the Select KPIs to Import page, wait for the list of any KPIs that have been defined in the Analysis Services cube to appear.

Tip:

The number of KPIs that might appear depends on the data source that you are using. For example, you might see only one KPI, or there might be no KPIs. If you do not see a KPI that you want to use, click the Previous button, select the Create KPIs from SQL Server Analysis Services measures, and then click Next.

In the Import column, select the check box for each KPI that you want to use.

Click Next.

(This is optional.) On the Add Measure Filters page, you can add measure filters to the KPIs that you have selected or created. You use measure filters to restrict the information that you display in your scorecard. For example, suppose that you are creating a scorecard to show sales for some, but not all, geographical regions of an organization. You can use measure filters to select just the geographical regions that are of interest. You can also add time filters to show information for a particular time period, such as for the last six months or year to date.